Kestra Advisory Services
WCLD icon

Kestra Advisory Services’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Kestra Advisory Services’s Portfolio WCLD Stock Details WCLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,871
Closed -$65.5K – 4382
2025
Q4 		$65.5K Buy
+1,871
New +$65.5K ﹤0.01% 3765
2024
Q1 		– Sell
-6,607
Closed -$231K – 2537
2023
Q4 		$231K Sell
6,607
-7,525
-53% -$231K ﹤0.01% 2014
2023
Q3 		$419K Sell
14,132
-1,177
-8% -$37.2K ﹤0.01% 1470
2023
Q2 		$485K Sell
15,309
-2,870
-16% -$83.3K ﹤0.01% 1330
2023
Q1 		$540K Sell
18,179
-3,879
-18% -$109K 0.01% 1238
2022
Q4 		$553K Sell
22,058
-291
-1% -$7.47K ﹤0.01% 1355
2022
Q3 		$596K Sell
22,349
-11,220
-33% -$336K 0.01% 1224
2022
Q2 		$941K Sell
33,569
-57,218
-63% -$1.86M 0.01% 1001
2022
Q1 		$3.71M Sell
90,787
-1,299
-1% -$54.7K 0.04% 461
2021
Q4 		$4.78M Buy
92,086
+152
+0.2% +$8.82K 0.05% 382
2021
Q3 		$5.3M Sell
91,934
-16,289
-15% -$954K 0.05% 369
2021
Q2 		$6.05M Sell
108,223
-62,926
-37% -$3.19M 0.07% 317
2021
Q1 		$8.24M Sell
171,149
-7,476
-4% -$400K 0.1% 228
2020
Q4 		$9.6M Buy
178,625
+22,761
+15% +$1.09M 0.11% 209
2020
Q3 		$6.66M Buy
+155,864
New +$6.43M 0.12% 196

Other funds holding WCLD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Endurance Services Ltd
Endurance Services Ltd Purchase, New York $653M AUM 11.72% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Concentric Capital Strategies
Concentric Capital Strategies Stamford, Connecticut $1.8B AUM 51.77% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Selective Wealth Management
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
Curi RMB Capital
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kestra Advisory Services's WCLD Position: Q1 2026 in Review

Kestra Advisory Services sold out of WisdomTree Cloud Computing Fund (WCLD) in Q1 2026, closing a stake of 1,871 shares — an estimated $65.5K sold.

Kestra Advisory Services first reported a position in WCLD in Q3 2020 and held it in 15 quarters. The position peaked at $9.6M in Q4 2020. 93 funds tracked by Wall St. Rank hold WCLD as of Q1 2026.

  • Kestra Advisory Services reported no remaining WisdomTree Cloud Computing Fund position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,871 WisdomTree Cloud Computing Fund shares in Q1 2026, an estimated $65.5K.
  • Kestra Advisory Services first reported a position in WisdomTree Cloud Computing Fund in Q3 2020 and held it in 15 quarters.
  • Kestra Advisory Services's WisdomTree Cloud Computing Fund position peaked at $9.6M in Q4 2020.
  • 93 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.